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Remittance Advice: Clear the To be Printed/Emailed lists

OZNZ
Cover User

9Posts

64Kudos

0Solutions

9 Posts
Cover User
Australia
New
New

We need to be able to delete remittance advices that aren't sent out, whether to be printed or emailed.  I have a list that goes back to 2015, and have been told there is no way I can delete them.  When I do send one out occasionally, I have to sift through the list, and resort and make sure I have the right one - which is time consuming.  Really annoying that this cannot be done.  'To Be Printed' can be sent as a batch to .pdf and then deleted, which is a little fiddly but worked,  but the email ones are there for ever. 

 

Already printed or sent is not an option either.

 

I noted it may be possible to your own email address 'offline' and then delete but this is not suitable, and a little risky.  PLEASE PLEASE can we do something, in another 2 years we'll have HUNDREDS sitting in the list, a simple 'delete' would suffice.

 

"Remittance advice"

New
4 Comments
Experienced Cover User Katiepie
21 Posts
Experienced Cover User

Totally agree... I took over my role in a company that hadn't tidied their system for many years and I had a list back to 2008 (much of the information had been purged, but remittance advice still in lists) to clean through both printed and emailed.

 

I changed the email address in all the card files of those on the email log to my email address (while documenting the correct email address to add back into card files) and then sent all aging remittance slips in the email log to myself. It was thousands, then had to delete emails recieved and sent and then change card files back.

 

then I printed off all those sitting in the print log as PDF's to make them disappear.

 

It took far too much time and there was huge room for error in doing it. Finally I have clean logs that I can not manage and keep up to date. Sigh.

Contributing Partner MartynFreear
7 Posts
Contributing Partner

In Card File the Remitance Advice can be controlled to some extent on the "Payments" page.

 

To clear the backlog of Remitance Advice data, print to PDF.

 

Regards

 

Martyn

Contributing Cover User echokim
15 Posts
Contributing Cover User

agree - so annoyed with this issue  - i have hundreds and takes me ages to send one batch.

Contributing Partner MartynFreear
7 Posts
Contributing Partner

A recommedation to clear the backlog of Remittance Advices - Print to a .pdf printer.  May take a while.

 

Then, if using recurring transactions, change Remittance status as appropriate.

 

Also, in Card File, the bility to default this field is a available

 

Regards

 

Martyn Freear

ITEC Business Solutions Limited